2023 Form 5500 filing — Webpt, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708102438NAL0019007776001) for Webpt, Inc. 401(K) Plan, reported by Webpt, Inc. under EIN 27-3282959 and plan number 001. It reports 877 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.2MReported net assets$25,226,823

Participants877

Provider compensation$122.7K2 Schedule C row(s)$122,739

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240708102438NAL0019007776001
Plan sponsor: Webpt, Inc.
EIN: 27-3282959
Plan number: 001
Location: Phoenix, AZ
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.2M total assets

Net assets$25.2MLiabilities—

Money in vs. money out

Total income / additions$9.7M

Total expenses$2.9M

Benefits paid / distributions$2.8M

Contributions

Employer$1.4M

Participant$4.2M

Full reported line items

Total assets (EOY): $25,226,823
Net assets (EOY): $25,226,823
Employer contributions: $1,417,714
Participant contributions: $4,199,789
Total income / additions: $9,720,097
Benefits paid: $2,767,298
Administrative expenses: $122,739
Total expenses: $2,891,065
Net increase / (decrease): $6,829,032

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Transamerica Retirement Solutions$84.9K
RECORDKEEPER · Direct $84.9K · Indirect $0
2
Lpl Financial Corporation$37.9K
INVESTMENT ADVISORY · Direct $37.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708102438NAL0019007776001 cover?: It is the 2023 Form 5500 filing for Webpt, Inc. 401(K) Plan, reported by Webpt, Inc. (EIN 27-3282959).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).